CRM Consulting Services

Create meaningful customer experiences by turning your data into profitable insights with our effective CRM consulting services and implementation. We assure to optimize your collaboration with every stakeholder and improve the revenue of your business with custom online portals, perfectly aligning with your business strategies.   

Does Your Business Require a CRM Solution?

CRM (Customer Relationship Management) Solutions provides an integrated platform for efficiently managing and tracking your customers throughout different channels. It provides you customer-oriented data on different locations while providing end-to-end visibility on clients and easy access to all your data for internal teams to identify contacts and leads. So, data can be tracked, managed, and engaged effectively.

Hiring CRM Consulting services for the CRM solutions of your business enterprise leads to valuable customer preferences and needs. You’ll be able to provide personalized communications, exactly asked information, and deliver a consistently positive experience for improving your customer satisfaction level while increasing retention.

Here’s CRM Implementation Consultant of Positiwise Confirms You

  • Improved customer engagement and service.
  • Web & Mobile solutions to maximize ROI.
  • Unified platform for managing customer information/data.
  • Personal long-term accounts to handle your service approach.
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CRM Solution

Hire Best CRM Consultants for Your Business

Improve your lead conversion ratio, merge customer information with the CRM, and boost your sales with a popular CRM Consulting solution from the Customer Relationship experts at Positiwise.

Here, we provide dynamic solutions for both B2C & B2B enterprises and the knowledge of our CRM experts regarding sales intelligence. Nonetheless, it helps enterprises improve retention and conversion ratios for increased revenue.

  • CRM solutions according to your industry.
  • Get your CRM systems and applications crafted for optimizing existing CRM solutions for better productivity.
  • Extensive CRM consulting services after examining your business process.
  • Helps in selecting CMS platform and developing CRM features.
  • CRM upgrade, optimization, audits, integration, and configuration.

Here’s Dedicated Services of CRM Consulting Solutions by Positiwise CRM Process Automation Consultation

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  • Designs automated sales processes.
  • A business case like ROI or NPV, costing and outcomes.
  • Customized and integrated specification.
  • Training your sales team.
  • Consultation support till the project doesn’t complete.

Marketing Automation

  • Automated marketing processes.
  • The business case: ROI or NPV, costing, and outcomes.
  • Guidance in selecting a marketing automation platform.
  • Integrated & customized specification.
  • Training for an entire marketing team.
  • Support for your project.

Customer Service Automation

  • Designs automated customer service processes.
  • Business cases like NPV or ROI, outcomes, and costing.
  • The direction in selecting the right customer service automation platform.
  • Integration & customization of specifications.
  • Training for your customer service team.
  • Support for your project.

CRM Project Consultation

Implementation of CRM

  • Designing automated customer service, sales, and marketing processes.
  • Businesses case like ROI or NPV, costing & outcomes.
  • Selection of CRM platform according to your need.
  • Integration & customization of requirements.
  • Customer services, sales, and marketing team training.
  • Support for the project.

CRM Migration

  • Redesigning customer service, marketing, and automated sales processes.
  • Businesses case (ROI or NPV, costing & outcomes.)
  • Selection of CRM platform.
  • Planning for data migration.
  • Integration and customization of specifications.
  • Marketing, sales, and customer service team training.
  • Support for the migration project.

Revamping CRM

  • Transforming your CRM.
  • Businesses case costing, outcomes, ROI, or NPV.
  • Customization and integration of specifications.
  • Customer service, marketing, & sales training.
  • Support for the project.

CRM Consolidation

  • Designing CRM by keeping its focus on accounting.
  • Businesses case (Costing, outcomes, ROI or NPV.)
  • Full consolidation plan.
  • Integration & customization for every integrated CRM.
  • Support
  • Training for sales, customer service, and marketing teams.

Custom CRM Consulting for Specific Industry

E-commerce CRM Consultation

  • Designing automated marketing, customer service, and sales service processes.
  • Businesses case (Outcomes, ROI or NPV and Costing.)
  • Guide to select CRM platform.
  • Proper specifications for the required software.
  • Proper training for sales, customer service, and marketing teams training.

Banking CRM Consultation

  • Designing process for automating customer services, marketing, sales, and business customers.
  • Help in selecting a CRM platform.
  • Specifications of software requirements.
  • Training according to the user role.
  • Business case (ROI or NPV, Outcomes, and Costing.)

Accounting CRM Consultation

  • Business requirement description for the CRM of your manufacturing company.
  • Designing an automated process for new distributors, nurturing new leads towards sales, and effectively working recurring orders.
  • Help in selecting the right CRM platform.
  • Specification for the requirements of the software.
  • Specification of integration with ERP, inventory management software, field service management software, accounting software, and PLM.
  • Support
  • Training for the sales department.

CRM Customization Services for Advancement

  • Specifications for your accounting CRM.
  • Designing automated processes for communication with clients buying your accounting services, lead, and opportunity management.
  • The business case for ROI costing and NPV.
  • Help in selection of CRM platform.
  • Specification for software requirements.
  • Integration specification and planning with payment services, practice management system, and accounting software.
  • Support
  • Training according to your roles and designation is like training for salespeople working on leads.

Healthcare CRM Consultation

  • Designing automated engagement process of the patient.
  • The business case for cost, ROI, and NPV.
  • Specifications for software requirements.
  • Help in selection of CRM platform.
  • Training for engaging patients.

Manufacturing CRM Consultation

  • Business requirement description for the CRM of your manufacturing company.
  • Designing an automated process for new distributors, nurturing new leads towards sales, and effectively working recurring orders.
  • Help in selecting the right CRM platform.
  • Specification for the requirements of the software.
  • Specification of integration with ERP, inventory management software, field service management software, accounting software, and PLM.
  • Support
  • Training for the sales department.

Areas in Which CRM Consulting Services of
Positiwise Proves Beneficial

Positiwise has the expertise of more than five years in developing customized CRM solutions.
We can handle innovative specifications according to the need and requirements of different businesses.

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